CPE & Events Catalog
Agentic AI for CPAs: Automate Workflows with Intelligence
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Introduction to Agentic AI concepts and terminology
- Case studies for using AI agents in accounting, finance, and tax services
- Step by step demonstration of creating and deploying an AI agent
- Introduction to Microsoft Copilot Studio agent builder
- Developing your AI agent deployment strategy
Field of Study: Information Technology
Advanced Prep
None
Who Should Attend
Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows
Required Knowledge
Basic understanding of generative AI concepts
